Head Private Wealth Advisor, Practice Lead

Empower Retirement; Texas; On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Bonus opportunity

Travel to meet clients

Job summary

Empower Retirement in the Dallas metro area seeks a Senior Private Wealth Advisor - Practice Lead to serve as the lead advisor for a dedicated client team, delivering tailored financial advice and comprehensive planning. You will collaborate with a Wealth Advisor and a Client Experience Specialist to deepen client relationships and grow assets.

The role emphasizes a highly personal, proactive approach, with requirements for extensive wealth management expertise, exceptional communication, and

Qualifications

• 10+ years of experience in financial services with direct client contact.
• Advanced knowledge of wealth management strategies, financial planning, tax optimization, and estate planning.
• Excellent verbal and written communication, ability to manage many tasks, and build trust with clients.
• Proven ability to handle high-net-worth client relationships and multi-product goals.
• Willingness to travel to meet clients and coordinate with internal teams.

Responsibilities

• Serve as lead advisor within a client team to build lasting relationships with high-net-worth Empower clients.
• Provide first-class client experiences across onboarding, planning, and education.
• Manage relationships via phone, email, and virtual meetings; proactive and reactive engagement.

Skills

10+ years experience

Wealth management knowledge

Communication skills

Client relationship management

Team leadership (no people mgmt)

MS Office, Salesforce, NetX360

Tools

Microsoft Word

Microsoft Excel

Outlook

PowerPoint

Salesforce

NetX360

Job description

Empower Retirement in the Dallas metro area seeks a Senior Private Wealth Advisor - Practice Lead to serve as the lead advisor for a dedicated client team, delivering tailored financial advice and comprehensive planning. You will collaborate with a Wealth Advisor and a Client Experience Specialist to deepen client relationships and grow assets.

The role emphasizes a highly personal, proactive approach, with requirements for extensive wealth management expertise, exceptional communication, and